You can define user-specific tax rates based on country and region.




Define a new tax rate

GO TO TAXES

  1. Enter a descriptive name for the tax rate. For example, Cook County Tax. This name is displayed in billing reports and invoices.
  2. Select a country from the drop-down menu.
  3. Enter the applicable tax rate.  This rate is used to calculate applicable taxes based on customer usage.
  4. (Optional) Enter a region.  For example, the name of a state or county.
  5. (Optional) Enter a postal code.
  6. Click Save.



Apply the tax rate to a customer

GO TO CUSTOMERS

  1. Select a customer and click Edit.
  2. Expand the Cloud Billing folder on the left side.
  3. Click Tax Profile
  4. In the Taxes section, select a tax rate from the drop-down menu.
  5. To apply multiple tax rates, click Add and select another tax rate.
  6. Click Save once completed.


Click Manage Taxes to define or modify tax rates or click Settings, then Taxes, as mentioned in the first section of this article.

Note: Any modifications to pricebooks, custom charges, and global discounts/uplifts or support plans, made during or after the billing reconciliation has concluded, will be reflected in the billing report for the following month. 



To submit a support request, in StreamOne Ion, click the "?" icon in the upper right menu bar or click the Support button in the menu. Alternatively, you can click Submit a ticket in the Knowledge Base. Fill out all mandatory fields, or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.